Report center

半导体行业月度深度跟踪：需求回暖叠加库存改善，半导体产业链景气复苏趋势明显-20231106-招商证券

需求回暖叠加库存改善，半导体产业链景气复苏趋势明显半导体行业月度深度跟踪 10 月华为/苹果/小米新手机和问界新 M7 等诸多终端新品销售持续火爆，半导体产业链部分环节公司Q3财务表现环比改善，全球半导体月度销售额连续 7个月环比提升，行业景气周期整体有望逐步回暖，建议关注手机和汽车等新品销售对市场的带动，关注新技术爆发和需求/库存边际变化对半导体板块带来的提升，同时关注自主可控核心方向受益标的

No subject companies

Publishers

招商证券 View content →

Suggested next hops

Ranked by edge type and evidence strength (max 5). Prefer these over scrolling the full lists.

1招商证券Published by or linked to this institution1

Ask about this report neighborhood Read full report →

No related industries

No related reports

← Back to knowledge graph